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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,650 | $58,311-69.7% | $81,882-78.4% | $80,959-78.2% |
| Participation rate | 32.3% | 63.5%-31.2pp | 72.4%-40.1pp | 67.7%-35.4pp |
| Annual return | 11.85% | 41.85%-30.0pp | 779.47%-767.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $789 | $3,287-76.0% | $4,323-81.7% | $4,300-81.6% |
| Admin fee / account holder | $1,668 | $4,752-64.9% | $7,360-77.3% | $6,925-75.9% |